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Investment portfolio service
Expert portfolio management tailored to your financial goals
Liston Newton Advisory
Liston Newton Advisory is rated from 32 reviews
Partner with experts who understand your investment journey
A wealth of experience
Our decades of experience managing complex investment portfolios means we know how to grow and protect wealth through every market cycle.
Tailored investment advice
Every portfolio we manage is built to reflect your unique goals, risk appetite, and future aspirations, ensuring it stays aligned with your life and business needs.
Long-term client partnerships
We work closely with you over time, continuously reviewing and adjusting your portfolio to match changing circumstances and new opportunities.
A full range of services
From asset allocation strategies to portfolio reporting and investment accounting, we offer integrated solutions to support your financial success.
Managing your portfolio with expertise and precision
Investment portfolio management requires more than just choosing investments — it demands careful planning, strategic adjustments, and a deep understanding of financial markets. Our approach focuses on precision, ensuring every asset in your portfolio plays a role in achieving your financial goals.
We apply market insights and economic analysis to fine-tune your portfolio, actively managing it to balance growth with risk. From rebalancing your asset allocation to identifying new opportunities, we take a proactive approach to keep your portfolio aligned with your goals, even as market conditions change. Precision is key, and with our team managing the details, you can focus on what matters most.
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How we can help you build and grow your portfolio
Our team doesn’t just manage portfolios — we build them with purpose. We take time to understand your personal and professional goals, crafting a diversified portfolio that reflects your aspirations. Whether you’re starting from scratch or expanding an existing portfolio, we ensure every investment decision contributes to long-term growth.
We focus on creating strategies that are tailored to your needs, offering support with everything from portfolio setup and asset selection to detailed investment reporting. As your portfolio grows, we provide continuous support, making sure your strategy evolves to meet new opportunities and challenges.
Benefits of working with us
- Personalised portfolio strategies tailored to your goals
- Access to market insights and economic data
- Regular performance reports for full transparency
- Expertise in asset allocation to balance growth and risk
- Integrated accounting and tax strategies
- Ongoing portfolio reviews and adjustments
- Dedicated financial advisors offering continuous support
Secure your financial future with expert portfolio management
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The role of asset allocation in managing risk and return
A well-defined asset allocation strategy is the backbone of a well-managed portfolio. We develop strategies that balance your investments across different asset classes, including equities, property, fixed income, stocks, bonds and cash. This helps you achieve stable returns while reducing exposure to volatility.
Our team ensures that your strategic asset allocation evolves with your financial goals and market conditions. By actively managing this balance, we help you optimise your portfolio for long-term growth while mitigating unnecessary risks.
Comprehensive portfolio reporting for better decisions
Clear, detailed reporting is essential to understand how your investments are performing and where adjustments are needed. Our investment portfolio reports provide transparent insights, breaking down key metrics like returns, risks, and market performance.
What our reports cover:
- Performance tracking across all asset classes
- Risk assessment and management recommendations
- Clear insights into market trends
- Tax-efficient investment summaries
- Forecasts to guide future decision-making
Strategies for sustainable portfolio growth
Portfolio growth requires more than just investments — it requires a plan. We provide investment portfolio strategies that not only maximise returns but also align with your risk tolerance and financial objectives.
Our approach focuses on long-term growth while remaining agile enough to respond to market changes. Whether your goal is to build a retirement nest egg, scale business investments, or generate passive income, we’ll create a strategy that supports your vision.
Backed by Australia’s most respected financial bodies
Our membership in Australia’s leading financial and accounting organisations reinforces our commitment to quality. These partnerships allow us to bring you the latest insights and trusted expertise every step of the way.
5-star reviews from our generous clients
Kieran Liston and the Liston Newton team have been assisting me with my accounting matters since 1976. For the past 47 years, Kieran and the Liston Newton team have provided reliable accounting assistance, which has allowed me to focus on my business in primary production.
Their exceptional service has consistently exceeded my expectations and made me feel that they truly care about my financial well-being.
Liston Newton has given me really helpful guidance over the years for both my business and my personal finances. When you have an accounting team that you trust to give the right advice, it gives you the confidence to focus on growing your business and doing the things you love.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
Download our free financial guides
Our carefully curated guides are designed to provide clear, actionable insights into key financial topics. Whether you're planning for retirement, restructuring your business, or looking to minimise tax, these free resources give you the knowledge to make informed decisions with confidence.
- Retirement: Build a future you can look forward to
- Business sales: Maximise value when it’s time to sell
- Business structures: Choose the right framework for growth
- Tax minimisation: Unlock strategies to reduce your tax burden
Earning your trust through expertise and dedication
We know that managing wealth requires more than just good advice — it takes a relationship built on trust, insight, and shared goals. Our clients rely on us for honest conversations, thoughtful strategies, and the peace of mind that comes with knowing their financial future is in experienced hands.
With a deep understanding of each client’s ambitions, we act as both a guide and a sounding board. Whether you're navigating uncertainty or capitalising on new opportunities, we’re by your side, committed to helping you grow, protect, and enjoy your wealth.
Key benefits of working with us
- Personalised investment strategies tailored to your goals
- Access to industry-leading insights and research
- Long-term partnerships with continuous support
- Transparent portfolio performance reporting
- Integration with accounting and tax strategies
- Expertise in navigating market changes
- Commitment to building sustainable financial growth
Meet your team
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Our step-by-step approach to lasting financial freedom
We believe that financial freedom isn’t achieved overnight — it’s built through a thoughtful, intentional process. That’s why we’ve developed our Get Set, Get Moving, Get Free framework, a practical approach designed to help you achieve both stability and growth.
Get Set
We lay the groundwork by streamlining your income streams and sharpening your tax strategy, ensuring everything is aligned and ready for growth.
Get Moving
Together, we take deliberate steps to grow your wealth, develop your business, and strengthen your super fund, always moving toward your goals.
Get Free
Once your wealth is secure, we focus on protecting it. By structuring your finances carefully, we give you the freedom to enjoy life on your terms — knowing your financial future is in place.
Case studies
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Accounting
Kat The Label
Since engaging Liston Newton’s services, Kate Nixon has seen a 12x increase in revenue and has effectively scaled her business in a tax-effective way.
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Claudia Martin
With Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Take a lookWhere we work and how we connect
While our offices are based in Victoria, New South Wales, and Queensland, we work with clients across Australia. We offer virtual consultations and make the effort to meet in person for initial meetings, building trust from the outset.
South Melbourne
Level 3/67 Palmerston Crescent, South Melbourne, VIC 3205
Gold Coast
Level 10, 36 Marine Parade Commercial Tower, 36 Marine Parade, Southport QLD 4215
Explore our latest insights
Frequently asked questions
How often should I rebalance my portfolio?
Rebalancing is essential to maintain your target asset allocation and minimise risk. While there’s no one-size-fits-all answer, here are some general guidelines:
- Annual rebalancing: A yearly review helps ensure your portfolio stays aligned with your goals.
- Market-driven rebalancing: During periods of volatility, your portfolio may require more frequent adjustments to keep your asset allocation balanced.
- Goal-based rebalancing: Significant life events, such as buying property or planning for retirement, are good moments to adjust your portfolio.
We’ll work with you to review your initial asset allocation and determine the right rebalancing schedule based on your financial goals and market conditions.
What’s the difference between active and passive portfolio management?
Active and passive portfolio management represent two distinct investment approaches:
- Active management: Involves hands-on decision-making by investment managers who aim to outperform the market by selecting individual stocks or funds.
- Passive management: Tracks a market index, such as the ASX 200, with the goal of matching market performance rather than beating it. Many passive strategies are structured through vehicles like a mutual fund, which offers diversification and low management costs.
We help you decide which approach — or a combination of both — is best suited to your goals, balancing growth potential with risk tolerance.
How do you manage portfolio risk in uncertain markets?
Navigating volatile markets requires a proactive risk management strategy. Here are some key strategies we use:
- Diversification: Spread investments across different sectors and asset classes to reduce exposure to any one market.
- Stop-loss strategies: Implement stop-loss orders to limit downside risk.
- Regular reviews: Monitor your portfolio frequently to identify emerging risks and opportunities.
- Hedging strategies: Use derivatives and other instruments to hedge against potential losses.
Our proactive approach ensures that even in uncertain times, your portfolio remains resilient.
How does investment portfolio reporting add value?
Clear, detailed reports provide valuable insights into your portfolio's performance and help you make informed decisions. Here’s what we include in our reports:
- Performance breakdown: Shows returns for each asset class, so you know what’s driving growth.
- Risk analysis: Highlights areas of potential exposure and suggests adjustments to minimise risk.
- Tax summaries: Tracks capital gains and losses, helping you prepare for tax obligations.
- Forecasts: Provides insights into expected market trends to guide future strategies.
Our reports give you complete transparency, so you always know how your investment objectives are tracking and what actions to take next.
Contact us
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